Independent, educational resources for mid-market CFOs. No sales pitches, no vendor bias — practical frameworks and decision tools to help you move faster and smarter.
60+ articles across 10 topic areas
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A comprehensive framework covering requirements gathering, vendor evaluation, total cost of ownership, and implementation planning — everything a CFO needs before committing.
Read guide → Fractional CFOCost comparison, decision framework, and the inflection points that signal when to make the switch from fractional to full-time financial leadership.
Tech StackThe core systems every mid-market finance function needs, how they connect, and a practical sequencing guide for CFOs building or upgrading their stack.
Cash management, liquidity optimization, banking relationships, treasury technology, and how to build an effective treasury function without a dedicated treasury team.
FP&AAssumptions structure, revenue modeling approaches, expense forecasting, sensitivity analysis, and what investors and boards actually look for in a financial model.
Outsourced AccountingFull cost breakdown, quality comparison, and the hybrid model — when outsourcing makes sense and when an in-house team is the right call.
Feature comparison, cost analysis, implementation timelines, and ideal company profiles for both platforms.
ERP ComparisonFeature matrix, total cost of ownership analysis, and migration considerations between Oracle's two major platforms.
ERP ComparisonMarket positioning, feature comparison, cost structures, and implementation complexity for both platforms.
ImplementationPhase-by-phase breakdown, common delay factors, and timeline ranges by project complexity.
Risk ManagementThe top 10 causes of ERP project failures, prevention strategies, and patterns from real-world case studies.
Partner Selection20+ due-diligence questions, red flag signals, and contract terms to review carefully.
Cost, quality, and fit comparison with a framework for choosing the right auditor for your company stage.
Cost BenchmarksFee ranges from $15K to $500K+, negotiation strategies, and red flags in audit proposals.
RFP TemplateComplete RFP template with a weighted scoring framework and reference check guidance.
Eligibility, calculation methods (Regular and ASC), documentation requirements, and state credits.
Tax AdvisoryTransfer pricing, entity structure, GILTI, tax treaties, and OECD Pillar Two planning strategies.
ComplianceSection 302 and 404 requirements, phase-by-phase checklist, and COSO framework overview.
Cash management, liquidity optimization, banking relationships, and treasury technology — building the function without a full treasury team.
Cash ForecastingStep-by-step model structure, data inputs, variance tracking, and how to improve forecast accuracy over time.
Assumptions, revenue modeling approaches, expense forecasting, sensitivity analysis, and what investors look for.
Close ProcessHow leading teams close in 3–5 days — timeline benchmarks, automation tools, close checklist, and common bottlenecks.
Cost comparison, decision framework, and the inflection points that signal when to make the switch.
Outsourced AccountingFull cost breakdown, quality tradeoffs, and when the hybrid model is the right structure.
Finance OperationsCost modeling by revenue stage, role definitions, and the hiring sequence from $5M to $100M+.
Vendor comparisons, implementation planning, cost analysis, and partner selection for mid-market ERP projects.
A comprehensive framework: requirements gathering, vendor evaluation, TCO analysis, and implementation planning.
ERP ComparisonFeature comparison, cost analysis, implementation timelines, and ideal company profiles.
ERP ComparisonFeature matrix, TCO analysis, and migration considerations between Oracle's two platforms.
ERP ComparisonMarket positioning, feature depth, cost structures, and implementation complexity.
ERP CostsTCO ranges for mid-market projects — software licensing, services, internal costs, and hidden expenses.
ImplementationPhase-by-phase breakdown, common delay factors, and timeline ranges by project complexity.
Risk ManagementThe top 10 causes of ERP project failures and prevention strategies.
Partner Selection20+ due-diligence questions, red flag signals, and contract terms to review carefully.
Frameworks for selecting the right external auditor, benchmarking fees, and running a rigorous RFP process.
A practical selection framework covering firm tiers, fee benchmarks, scope, and the key questions to ask.
Audit FirmCost, quality, and fit comparison with a framework for choosing the right auditor.
Cost BenchmarksFee ranges from $15K to $500K+, negotiation strategies, and red flags in proposals.
RFP TemplateComplete RFP template with a weighted scoring framework and reference check guidance.
Strategic tax planning, credits, international structures, and compliance guidance for mid-market CFOs.
The spectrum of tax advisory services, when to engage a specialist, fee structures, and quality benchmarks.
Tax CreditsEligibility, calculation methods (Regular and ASC), documentation requirements, and state credits.
International TaxTransfer pricing, entity structure, GILTI, tax treaties, and OECD Pillar Two planning strategies.
When to outsource financial leadership, how to build your finance team, and the tradeoffs between fractional and full-time.
Cost comparison, decision framework, and the inflection points that signal when to make the switch.
Outsourced AccountingFull cost breakdown, quality tradeoffs, and the hybrid model — when outsourcing makes sense and when it doesn't.
Finance OperationsCost modeling by revenue stage, role definitions from bookkeeper to CFO, and the hiring sequence from $5M to $100M+.
The tools, platforms, and integration strategies that define the modern finance function.
Core systems, integration architecture, and a practical sequencing guide for building or upgrading your stack.
AutomationA phased automation roadmap for mid-market finance teams — quick wins, strategic investments, and an ROI framework for eliminating manual work.
ERP Deployment5-year TCO analysis, migration considerations, and a company-profile decision framework for choosing between cloud and on-premise ERP.
SOX, internal controls, and risk frameworks for mid-market finance leaders.
Section 302 and 404 requirements, phase-by-phase checklist, and COSO framework overview.
GovernanceThe five COSO components, all 17 principles, implementation phases, and how it maps to SOX Section 404 for mid-market companies.
Audit PrepA 90/60/30-day readiness plan covering PBC documents, internal control documentation, technical accounting issues, and team preparation.
Cash management, banking relationships, liquidity planning, and treasury technology for mid-market companies.
Cash management, liquidity optimization, banking relationships, technology stack, and building the treasury function without a full treasury team.
Cash ForecastingStep-by-step model structure, direct vs. indirect method, data inputs, variance tracking, and how to automate and improve accuracy over time.
Budgeting, forecasting, financial modeling, close process, and the tools that power high-performing finance teams.
Assumptions structure, revenue modeling approaches, expense forecasting, sensitivity analysis, and what investors and boards look for.
Cash ForecastingDirect vs. indirect method, data inputs, variance tracking, automation tools, and improving forecast accuracy over time.
Close ProcessClose timeline benchmarks, common bottlenecks, automation opportunities, close checklist, and how to cut your close to 3–5 days.
CPA, CFA, CMA, and technology credentials relevant to mid-market finance leaders and ERP teams.
Scope, exam requirements, time and cost commitments, and a role-by-role guide to which credential matters most for your career path.
ERP CertificationsWhat NetSuite, SAP, and Oracle certifications actually signal, how to verify individual consultant credentials, and red flags in partner claims.
Due diligence, valuation methods, and the CFO's framework for evaluating mergers, acquisitions, and capital raises.
A CFO's framework for M&A due diligence — QoE analysis, red flags, team composition, and how to translate findings into deal terms.
ValuationHow DCF, public comps, precedent transactions, and asset-based approaches work — with industry benchmarks and a guide to triangulating a defensible value range.